See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,355 | $172,111+60.0% | $150,298+83.2% | $137,256+100.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.56% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,030 | $4,636-56.2% | $4,154-51.1% | $4,156-51.2% |
| Participant deferral / active EE | $5,465 | $6,166-11.4% | $5,453+0.2% | $6,407-14.7% |
| Admin fee / account holder | $11,768 | $16,471-28.6% | $14,116-16.6% | $12,270-4.1% |